See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,319 | $29,660-7.9% | $56,411-51.6% | $80,856-66.2% |
| Participation rate | 27.4% | 41.6%-14.3pp | 52.5%-25.1pp | 67.6%-40.3pp |
| Annual return | 12.15% | 35.23%-23.1pp | 1701.33%-1689.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $498 | $669-25.6% | $1,039-52.0% | $2,755-81.9% |
| Participant deferral / active EE | $1,408 | $1,226+14.9% | $1,952-27.9% | $4,296-67.2% |
| Admin fee / account holder | $3,135 | $2,428+29.1% | $2,829+10.8% | $6,918-54.7% |